My Groups (User Group Management) User Guide

Transcription

1 My Groups (User Group Management) User Guide

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3 Table Of Contents Accessing My Groups... 1 My Groups Features... 3 Creating a Group via File Upload... 4 Creating a Group via Search and Select... 8 Adding Users to Existing Group via Search/Select Adding Users to Existing Group via File Upload Deleting Members from Group Deleting Groups Exporting Group Membership to a CSV File Modifying Group Types Requesting to Join a Group Processing Requests Received from Others to Join Your Group Selecting a Person or Group iii

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5 ACCESSING MY GROUPS My Groups allows you to create and maintain groups based on user and organization data available for your portal. Only certain users have access to My Groups. Unless you have Administrative rights, the operations you can perform are limited. You can maintain only the groups you create. Shared or Public groups that you create and maintain with My Groups are available to other portal users when they click (the green plus sign) in applications that require them to select users or groups. For example, when Message Center users compose messages, they access the User Directory window to address the messages. The User Directory window gives them the ability to search and select My Groups data. For details, refer to the Message Center help, available from the Covisint Support Home page. Note: Only certain users can access My Groups. If you do not see the My Groups option, then your role or your company's implementation does not allow My Groups access. 1. Access your portal and login. Your Portal home page displays. 2. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. RESULT: You have successfully accessed My Groups. 1

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7 MY GROUPS FEATURES Portal users with My Groups access can: create a group via file upload create a group via search/select add users to an existing group via search and select add users to an existing group via file upload delete members from a group delete groups (that you created) export group membership to a CSV file modify group types request to join a group process requests received (from others) to join your group search for users and groups from various My Groups screens 3

8 My Groups (User Group Management) User Guide Creating a Group via File Upload There are two ways to select members when creating a new group: One method, described here, is performed with an.xls format file upload. The alternate method is searching and selecting the users you wish to add. For details, see Creating a Group via Search/Select. Only registered users with user IDs for your Covisint Portal can be added to groups. Before you perform this procedure, prepare a data file that meets the following requirements: The file must be a Microsoft Excel-compatible file, saved in the format *.XLS. The User IDs you want to add must be entered in column A (the leftmost column) of the first worksheet in the workbook. You must enter User IDs, not user first and last names. The User IDs you want to add must be entered in column A (the leftmost column) of the first worksheet in the workbook. You must enter User IDs, not user first or last names. If you do not know user IDs, refer to Creating a Group via Search/Select. Enter only one User ID per row. Any information in columns to the right of Column A will be ignored. 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Click Create Group. The Create Group Information screen displays. 4

9 My Groups Features Where is the Create Group button? 3. Type the name and description of the group. 4. Click a radio button to indicate the type of group: Personal - the group is available only to you. Shared - the group is available only to users and groups you select. Note: If you click Shared, the Sharing With field displays. Click the (green plus sign) button to search for and select the users and groups with which you want to share the group. 5

10 My Groups (User Group Management) User Guide Public - the group is available to all registered portal users. 5. Click Upload from Excel. The Group Members Upload screen displays. 6. Click Browse... then navigate to the *.XLS file that contains the IDs of the users you want to add to your group and click Open. Important: The file must meet the following requirements: The file must be a Microsoft Excel-compatible file, saved in the format *.XLS. The User IDs you want to add must be entered in column A (the leftmost column) of the first worksheet in the workbook. You must enter User IDs, not user first or last names. If you do not know user IDs, refer to Creating a Group via Search/Select. Enter only one User ID per row. Any information in columns to the right of Column A will be ignored. 7. Click the Add to Group radio button. 8. Click OK. Invalid user IDs - IDs that are not found in the list of registered users - are displayed in red font at the top of the screen, and are omitted from the group. This indicates that the identified user IDs are not registered in the Administration tool of the portal, or that the IDs were typed incorrectly in the uploaded fie. 6

11 My Groups Features RESULT: You have successfully created a group via file upload. 7

12 My Groups (User Group Management) User Guide Creating a Group via Search and Select There are two ways to select members when you create a new group. One method, described here, is performed by searching for and selecting users. You must use this method if you do not know the User IDs of the people you want to add to the new group. The alternate method is performed by uploading a spreadsheet of the user IDs you want to add to the new group. For details, see Creating a Group via File Upload. 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Click Create Group. The Create Group Information screen displays. Where is the Create Group button? 8

13 My Groups Features 3. Type the name and description of the group. 4. Below the Members field, click the (green plus sign) Add Members link. The My Groups search and select window displays. a. Type the name (or partial name) of the user or group in the Type in name field. b. If you want to restrict your search, click the Include drop-down arrow and select a filtering option from the list. If you are not sure about a filtering option, select All to search all users and groups on your portal. c. Click Find. The screen refreshes, and the search results display. 9

14 My Groups (User Group Management) User Guide d. Select the check box of each user you want to include in the new group. The checked users display in the Selected People field. e. Repeat steps a through d as required until you are finished adding people to the Selected People field. f. Click OK. The search and select window closes, and your selections display in the Create Group Information window Members field. 5. Click a radio button to specify the group type: Personal - the group is available only to you. Shared - the group is available only to users and groups you select. Note: If you click Shared, the Sharing With field displays. Click the (green plus sign) Add Members link to search for and select the users and groups with which you want to share the group. For details, refer to step 4. Public - the group is available to all registered portal users. 6. Click OK. The display refreshes and the group is created.. RESULT: You have successfully created a group via Search and Select. 10

15 My Groups Features Adding Users to Existing Group via Search/Select There are two ways to add users to your existing group. One method, described here, is performed by searching for and selecting users. The alternate method is performed by uploading an excel spreadsheet of the user IDs you wish to add. For details, see Adding Users to Existing Group via File Upload. 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Search for the group to which you wish to add users by any combination of the following methods: a. Select the Community to which the group you want to edit belongs from the Community drop down box. b. Narrow selection results by typing the group name (or partial group name) in the open text box. 2. Click Find. Groups that match your search criteria display in the search results. 3. Click ( the Edit icon) of the group to which you want to add users. The Edit Group Information screen displays. 11

16 My Groups (User Group Management) User Guide Where is the Edit icon? The Edit icon is located on the search results screen: 4. Click the Add Members link. The My Groups search and select window displays. 12

17 My Groups Features a. Type the name (or partial name) of the user or group in the Type in name field. b. If you want to restrict your search, click the Include drop-down arrow and select a filtering option from the list. If you are not sure about a filtering option, select All to search all users and groups on your portal. c. Click Find. The screen refreshes, and the search results display. d. Select the check box of each user you want to add to the group. The checked users are added to the Selected People field. e. Repeat steps a through d as required until you are finished adding people. 13

18 My Groups (User Group Management) User Guide f. Click OK. The search and select window closes, and your updated selections display in the Edit Group Information window Members field. 5. Click OK. RESULT: You have successfully added users to an existing group via search and select. 14

19 My Groups Features Adding Users to Existing Group via File Upload There are two ways to add users to your existing group. One method, described here, is performed with a *. XLS file upload. The alternate method is searching and selecting the users you want to add. For details, see Adding Users to Existing Group via Search/Select. Only users who are registered and have user IDs for your Covisint Portal can be added to groups. 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Search for the group to which you want to add users by any combination of the following methods: a. Select the Community to which the group you want to edit belongs from the Community drop down. b. Narrow selection results by typing the group name (or partial group name) in the Type in name of group box. 3. Click Find. Groups that match your search criteria display in the search results. 4. Click ( the Edit icon) of the group to which you want to add users. The Edit Group screen displays. 15

20 My Groups (User Group Management) User Guide Where is the Edit icon? The Edit icon is located on the search results screen: 5. On the Edit Group screen, click Upload from Excel. The Group Members Upload screen is displayed. 6. Click Browse... then navigate to the *.XLS file that contains the IDs of the users you want to add to your group and click Open. Important: The file must meet the following requirements: The file must be a Microsoft Excel-compatible file, saved in the format *.XLS. The User IDs you want to add must be entered in column A (the leftmost column) of the first worksheet in the workbook. You must enter User IDs, not user first or last names. If you do not know user IDs, perform Adding Users to Existing Group via Search /Select. Enter only one User ID per row. Any information in columns to the right of Column A will be ignored. 7. Select the upload option you want to use: Add to group: the system compares the uploaded user IDs with those already existing in the group, and adds only the new user IDs. Overwrite group: the system deletes all user IDs from the existing group, and adds the user IDs from the uploaded file. 8. Click OK. 16

21 My Groups Features Invalid user IDs are displayed in red font at the top of the screen, and are omitted from the group. This indicates that the identified user IDs are not registered in the Administration tool of the portal, or that the IDs were typed incorrectly in the uploaded fie. RESULT: You have successfully added users to an existing group via file upload. 17

22 My Groups (User Group Management) User Guide Deleting Members from Group 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Search for the group to which you wish to add users by any combination of the following methods: a. Select the Community to which the group you want to edit belongs from the Community drop down box. b. Narrow selection results by typing the group name (or partial group name) in the open text box. 3. Click Find. Groups that match your search criteria display in the search results 4. Click ( the Edit icon) of the group to which you want to add users. 18

23 My Groups Features Where is the Edit icon? The Edit icon is located on the search results screen: 5. The Edit Group Information screen displays. Click the wastebasket icon next to each person or group you want to delete from the group. 6. Click OK. RESULT: You have successfully deleted members from a group. 19

24 My Groups (User Group Management) User Guide Deleting Groups Unless you have Administrative rights, you can delete only the groups you created. 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Search for the group you want to delete by any combination of the following methods: a. Select the Community to which the group you want to delete belongs from the Community drop down box. b. Narrow selection results by typing the group name (or partial group name) in the open text box. 3. Click Find. Groups that match your search criteria display in the search results. 4. Click in the Delete column of the group. If the delete button does not display, you do not have the permissions required to delete the group. 20

25 My Groups Features Where is the Delete icon? The Delete icon is located on the search results screen: 5. Click OK to confirm the group deletion. The screen refreshes, and the group is deleted. RESULT: You have successfully deleted a group. 21

26 My Groups (User Group Management) User Guide Exporting Group Membership to a CSV File 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Search for the group for which you want to export details to a *.CSV file by any combination of the following methods: a. Select the Community to which the group you want to edit belongs from the Community drop down box. b. Narrow selection results by typing the group name (or partial group name) in the open text box. 3. Click Find. Groups that match your search criteria display in the search results. 4. Click the group name for which you want to export details. 22

27 My Groups Features Where is the Group Name? The Group Name is located on the search results screen: 5. The Group Information window displays. Click Export to CSV. 6. A File Download dialog displays. Click Save. 7. Follow your PC prompts to save the *.CSV (Comma-Separated Values) file. You can open the file for viewing with a compatible software program, such as Microsoft Excel. RESULT: You have successfully exported group membership to a *. CSV file. 23

28 My Groups (User Group Management) User Guide Modifying Group Types Unless you have Administrative rights, you can modify only the groups you created. 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Search for the group for which you want to modify the Group Type by any combination of the following methods: a. Select the Community to which the group you want to edit belongs from the Community drop down box. b. Narrow selection results by typing the group name (or partial group name) in the open text box. 3. Click Find. Groups that match your search criteria display in the search results. 4. Click the Edit icon of the group for which you want to modify the Group Type. 24

29 My Groups Features Where is the Edit icon? The Edit icon is located on the search results screen: 5. The Edit Group Information screen displays. Click a radio button to select the desired Group Type. 25

30 My Groups (User Group Management) User Guide Personal - the group is available only to you. Shared - the group is available only to users and groups you select. Note: If you click Shared, the Sharing With field displays. Click the (green plus sign) Add Members link to search for and select the users and groups with which you want to share the group. Public - the group is available to all registered portal users. 6. Click OK. The group is updated. RESULT: You have successfully modified group types. 26

31 My Groups Features Requesting to Join a Group 1. Move your cursor over the Welcome icon to display the drop-down menu. From the Welcome menu, click My Groups. The My Groups window displays. 2. Search for the group for which you want to modify the Group Type by any combination of the following methods: a. Select the Community to which the group you want to edit belongs from the Community drop down box. b. Narrow selection results by typing the group name (or partial group name) in the open text box. 3. Click Find. Groups that match your search criteria display in the search results. 4. Click in the Join column of the group you want to join. A Request Membership form displays. Where is the Join icon? The Join icon is located on the Community Groups search results screen, for groups in which you are not yet a member: 27

32 My Groups (User Group Management) User Guide 5. Optional: Modify the form as required. 6. Click Submit. RESULT: You have successfully requested to join a group. 28

33 My Groups Features Processing Requests Received from Others to Join Your Group Only Group Owners or Administrators can perform this task. Users can request to join Shared and Public groups for which you are the owner or administrator. When a user requests to join, you will receive an from the requestor with "Membership Request for Group..." in the subject line of the . Perform the steps in Adding Users to Existing Groups to add the user to the group. Once the user is added, we suggest you send them an informing them that the request has been processed. RESULT: You have successfully processed requests from others to join your group. 29

34 My Groups (User Group Management) User Guide Selecting a Person or Group This procedure assumes you have accessed My Groups and opened the My Groups search and select screen by clicking an Add Members link from a My Groups task. 1. Type the name (or partial name) of the user or group in the Type in name field. 2. If you want to restrict your search, click the Include drop-down arrow and select a filtering option from the list. The default selection is All - all users and groups available on your portal will be searched for the data you entered in the Type in name field. 3. Click Find. The screen refreshes, and the search results display. 4. Select the check box of each user or group you want to include. The results display in the Selected People section of the screen. 5. Click OK. The selections display in the task window from which you accessed the search and select screen. RESULT: You have successfully searched for a person or group. 30